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SpaceX to buy Cursor for $60B

reuters.com

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Re: SpaceX to buy Cursor for $60B

#511

Post by namuol »

estetlinus wrote: post #466
frays wrote: post #102

Is anyone on HN still actually using Cursor in 2026? Everyone I've spoken with is now using either Claude Code or Codex (or Copilot because their companies force them to).

I have seen a few codebases lately with AI-bullish teams. Code produced by Cursor reeks of low quality. I’ve tried it but never got hooked. AFAIK their market is pseudo-technical people who haven’t found the terminal yet.

I use Cursor and it’s been fine. I write a lot of code manually too, so I liked the tight integration with VSCode, my daily driver for about a decade. I used to use Vim, so I’ve “discovered the terminal” a long time ago.

The people steering the agents are the ones producing low quality code. I see little correlation outside of that.

Re: SpaceX to buy Cursor for $60B

#512

Post by joshuastuden »

drewda wrote: post #489
Alifatisk wrote: post #422

A space company is buying an IDE for roughly the cost to build 150 of world's most expensive modern hospitals [1]. How is this in SpaceX's interest? Isn't it kinda bizarre that Elon is pivoting SpaceX to something else? 1. https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisiti...

The total addressable market (TAM) for SpaceX is finite. There are only so many nation-states and large corporations that want to launch payloads into orbit. And even if their internet service provider is uniquely capable for now, it only fills a strategic need for certain customers. So instead, Musk and Co. need to find bubbling market trends that look like they will have huge gigantic TAMs to justify the potential…

SpaceX also wants to put data centers in space. That's the big market for SpaceX and how it ties into AI.

Re: SpaceX to buy Cursor for $60B

#515

Post by zzleeper »

01100011 wrote: post #421

I stopped using Cursor when I started getting comfortable with Codex/Claude. Cursor is just annoying with the constant popups and it's just not as good. Now my workflow is to use my normal editor, add a todo describing what I want, and then ask Codex+gpt-5.5 to implement it. It absolutely nails it. Using codex is so much more like working with a partner vs the noise and annoyance of Cursor. That said, I think we're i…

Same path as you. Went from $60 cursor plan (often exceeding it which costed more in API) to a limitless $100 codex plan where I basically say "read the markdown and implement the instructions". Deepseek also works quite well, surprisingly!

(FWIW Im mostly using python for OCR, LLM calls, data analysis..)

Re: SpaceX to buy Cursor for $60B

#516

Post by caconym_ »

javier2 wrote: post #454
barredo wrote: post #25

>> SpaceX told investors during the IPO process that it sees an addressable market for AI products worth $26 trillion, roughly equivalent to U.S. GDP. I very much can imagine a future documentary in a few years. With the host asking the audience: "Where were the signs?"

I know this is just nonsense wish thinking, but apparently the investors disagree and I have zero clue when they will also stop giving Musk their money.

I think the bump since IPO can be explained at least partially by low float not meeting demand. I've seen a lot of accounts from retail investors who entered the lotteries saying they only got a small fraction of what they wanted, hence demand is kept artificially high. Probably intentionally, since it essentially allows the optimists to dictate the price.

(edit: This is not at all unique to spacex, of course, but given the nature of Musk's companies and their "fans" it's logical that they would employ this strategy. They are also doing a staggered unlock to avoid upsetting the market when insiders start dumping their shares.)

Re: SpaceX to buy Cursor for $60B

#517

Post by over_bridge »

munk-a wrote: post #480
Alifatisk wrote: post #422

A space company is buying an IDE for roughly the cost to build 150 of world's most expensive modern hospitals [1]. How is this in SpaceX's interest? Isn't it kinda bizarre that Elon is pivoting SpaceX to something else? 1. https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisiti...

If only the shareholders had any kind of voice - if only it was illegal to issue a fake IPO where you sell an overwhelming number of shares stripped of their voting power - if only the market responded rationally to this boondoggle. If we're going to right the ship in turn of common sense a bunch of people need to lose a bunch of money, I just hope it doesn't mostly hit passive investors and instead lands mostly on E…

How is it legal to have different share classes? You could make 100 shares that can vote and then sell 99.9% of the company while maintaining full control. Seems strongly against the spirit of a publicly traded company

Re: SpaceX to buy Cursor for $60B

#518

Post by WhatIsDukkha »

yoyohello13 wrote: post #482

I don’t really understand what the value prop of cursor is, it must be the data and models. These days programmable editors like neovim and emacs have a huge advantage. I’ve had ai create several custom plugins to have my editor do whatever I can think of. Just ask Claude code, hey I want to do x, y, z, it spits out some lua and I have a new capability. I don’t know why anyone would want to be limited by an extension…

>I don’t really understand what the value prop of cursor is, it must be the data and models.

The simpler answer is that there is almost no value outside of buying some customers.

As you've proven to yourself the engineering work is doable on your own.

I've made my own agent and wired it to emacs via ACP... 60 billion in value, ok... sure...

https://agentclientprotocol.com/get-started/clients

Re: SpaceX to buy Cursor for $60B

#519

Post by monegator »

joshuastuden wrote: post #512
drewda wrote: post #489

Earlier quoted context omitted.

The total addressable market (TAM) for SpaceX is finite. There are only so many nation-states and large corporations that want to launch payloads into orbit. And even if their internet service provider is uniquely capable for now, it only fills a strategic need for certain customers. So instead, Musk and Co. need to find bubbling market trends that look like they will have huge gigantic TAMs to justify the potential…

SpaceX also wants to put data centers in space. That's the big market for SpaceX and how it ties into AI.

yes musk said that, but that's retarded, a statement made to fill as many bingo spaces as possible

Re: SpaceX to buy Cursor for $60B

#520

Post by andruby »

munk-a wrote: post #485
mikeryan wrote: post #434

Earlier quoted context omitted.

It’s all in a stock that may very well be near its zenith when this closes (or maybe not. This is so far past fundamentals it’s impossible to tell). They’re spending Monopoly money. It also seems like SpaceX is poised to Hoover up all of Elons companies so it’s might not be “just a space company” for long.

Elon's award is tied to growing Tesla's market cap - it's pretty transparent that he's just trying to ball-of-mud together everything he can to hit that target and grab the bag.

What would it mean if SpaceX buys Tesla though? Does the combined market cap count? That would be wrong. Tesla buying SpaceX just for hist bonus and then rebranding to X would be classic Musk.

It's a game for him, but so ridiculous. While Tesla was pushing electrification and SpaceX pushing rapid rocket re-use I kind of tolerated Elon's antics, but since he got involved in politics and DOGE I can't bear it anymore.

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